Heritage Oak Wealth Advisors’s W.P. Carey WPC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-3,286	Closed	-$205K	–	191
2024 Q3	$205K	Buy	+3,286	New	+$205K	0.09%	145